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The Investigations page, at route /hr/employee-relations/investigations, lists all formal workplace investigations and lets you open new ones.

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Overview

The Investigations list displays each investigation’s type (Incident, Grievance, Disciplinary, or Other), its status (Open, In Progress, Completed, or Closed), the opened date, the assigned reviewer, and a link to the source record when one exists. Filters for type and status narrow the list. Selecting an investigation opens its detail view. The New Investigation button navigates to /hr/employee-relations/investigations/new.

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Who it’s for

Access follows your organization’s role and module configuration.

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Before you start

  • The source incident, grievance, or disciplinary record (if any) should already exist in Employee Relations.
  • You need enough role access to view Employee Relations pages.

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Steps

  1. Go to HR → Employee Relations → Investigations.
  2. Optionally filter by Type or Status to narrow results.
  3. Select View Details on any investigation row to open the detail page.
  4. To open a new investigation, select New Investigation and complete the form.

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Key concepts

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Viewing an investigation

The Investigation Details page (/hr/employee-relations/investigations/:id) displays the full record for a single ER investigation, including type, status, dates, investigator, linked incidents, and documents, with edit and action options. The page uses useInvestigationDetail to load by :id and sets a breadcrumb. A status badge is shown (secondary for open, default for in_progress, outline for completed/closed). Tabs include case details, linked incidents, a CaseDocuments component, and timeline. Organization context is available. A PermissionGate controls which actions are shown. An Edit button navigates to the edit form. Before you start: the investigation record must exist in your organization.
  1. Navigate to HR → Employee Relations → Investigations and click a row, or go to /hr/employee-relations/investigations/:id.
  2. Review the status, type, dates, and investigator assignment.
  3. Switch to the Documents tab to review attached files.
  4. Click Edit to update the investigation record.
Key detail concepts:

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Creating an investigation

The New Investigation page renders InvestigationFormPage in create mode and is available at /hr/employee-relations/investigations/new. On successful submission the user is returned to the investigations list. Investigation records are sensitive employee relations data. Before you start: gather all available information about the matter being investigated before opening the form. Confirm that the involved employees’ records exist in the system.
  1. Navigate to /hr/employee-relations/investigations/new or choose New Investigation from the investigations list.
  2. Complete the required form fields.
  3. Submit; on success you will be returned to the investigations list.
Key concept: An Investigation is a formal HR process to examine a workplace allegation, incident, or policy concern.

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Editing an investigation

The Edit Investigation page provides a form for updating an existing investigation record. It is available at route /hr/employee-relations/investigations/:id/edit. The route renders InvestigationFormPage in edit mode (because the id param is present). The existing record is fetched via useInvestigationDetail. Source fields (source_incident_id, source_grievance_id, source_disciplinary_id) are cleaned based on the source_type UI field before submission. On submit, updateMutation.mutateAsync is called. Before you start: navigate from an investigation detail page at /hr/employee-relations/investigations/:id.
  1. From an investigation detail page, click the edit action. You land on /hr/employee-relations/investigations/:id/edit.
  2. Update investigation type, status, assigned to, dates, findings, conclusions, or recommendations.
  3. Submit the form. On success, you are redirected to the detail page.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr/employee-relations-routes.tsx
  • src/cores/hr/employee-relations/pages/InvestigationListPage.tsx
  • src/cores/hr/employee-relations/pages/InvestigationDetailPage.tsx
  • src/cores/hr/employee-relations/pages/InvestigationFormPage.tsx
  • src/cores/hr/employee-relations/hooks/useInvestigationList.ts
  • src/cores/hr/employee-relations/hooks/useInvestigationDetail.ts
  • src/cores/hr/employee-relations/hooks/useInvestigationMutation.ts
  • src/cores/hr/employee-relations/types/index.ts